How to Get Missing Tax Forms

How to Get Missing Tax Forms

Today is the day. You should’ve received your W-2 for 2012 by January 31st. If you didn’t you were supposed to go ahead and contact your employer to (gently) remind them that they dropped the ball. And then… You were supposed to be patient.

Yes, the IRS is willing to help, but they didn’t want to hear from you until after February 14th. So… If you still haven’t received your forms by today — the 15th — then it’s time to take action.

Start by calling them at 800-829-1040. You’ll be asked for your name, address, city, state, zip code, Social Security number, phone number, and employer’s information.

For the employer, they’ll ask you to provide their name, address, city, state, zip code, and phone number. They’ll also want your dates of employment and an estimate of how much you earned. Do yourself a favor and look up this information in advance so you’ll have it ready when they ask. For your earnings info the best source is probably your final pay stub of 2012.

Hopefully this will be enough. The IRS will contact your employer with a Form 4598 (“Form W-2, 1098, or 1099 Not Received, Incorrect, or Lost”) and you should receive a copy of the Form 4598 along with a Form 4852 (“Substitute for Form W-2 or 1099”) that you can use in case your official forms don’t show up before the filing deadline.

The same goes for 1099 forms that haven’t shown up by the deadline — contact the issuer, then contact the IRS at the customer service number provided above.

But remember, as I’ve mentioned before, you may not due to receive a 1099-MISC if your earnings from that source were less than $600. Similarly, 1099-INT and 1099-DIV forms don’t have to be issued for amounts under $10.

Oh, and if you do finally receive your missing tax forms and the information disagrees with what you reported when you filed, you’ll have to file an amended return using Form 1040X. This is a big bummer, but those are the rules.

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